Conversational CX Maturity: How to go from basic to best-in-class customer experience

A comprehensive framework to measure a brand’s ability to deliver personalized, seamless, and efficient conversational customer experiences across various communication channels. 

Chief Business Officer

Ivan Ostojić

Chief Business Officer

We’re in a fiercely competitive era of communication technology. Companies are constantly competing for market share and the latest innovations, while customers are looking for more personalized experiences—and they’re willing to leave long-standing loyalties for a company that truly makes the effort. 

Despite the rat race, 94% of brands are facing digital business challenges that hinder their ability to offer conversational customer experiences. 

94%

of brands are facing digital business challenges

So, what can brands do to resolve their digital struggles and stand out as the North Star of CX? That means not only in their industry but to be globally recognized as conversational innovators. 

Well, for that we need to back track and dive deep into the rapid advancement of technology and how the past has influenced where we are today. Alvin Toffler’s “Third Wave” provides a fascinating framework to understand how our society has evolved along with communication systems: 

First wave: Agricultural society 

  • Communication: Primarily oral and written, often limited to local communities
  • Conversational experience: Face-to-face interactions and community discussions

Second wave: Industrial age 

  • Communication: Mass media emerged, including print, radio, and television, enabling one-way communication to large audiences. 
  • Conversational experience: Mass media began to shape public discourse and influence social norm

Third Wave: Information age 

  • Communication: Digital technologies and the internet transformed communication, enabling rapid, global, and interactive exchanges.
  • Conversational experience: The internet and social media platforms made communication more diverse, personalized, and instantaneous

We have now entered the fourth wave, where Generative AI has revolutionized interactions and powered Conversational Experience as a Service. With advancements in AI, automation, chat apps, and, most critically, data, we can deliver hyper-personalized conversational experiences. Rich messaging channels are accelerating the adoption of these experiences, making them faster, smarter, and more engaging than ever through the power of GenAI.  

Technology stacks are now democratized and composable. Channels and platforms that power conversations are no longer unchanging, and the use cases are now two-way interactions that blend emotional empathy with intelligent technology. Brands that recognize this shift and invest in conversational customer experiences are leaders in conversational success. 

So, how do you get there?  

Conversational Customer Experience (CX) has emerged as the key differentiator between brands that understand how to connect with their audiences using composable technology and ones that struggle to evolve with the times. 

At Infobip, we believe communication cannot happen in isolation, and similarly technological success is based on the foundation of composability, ability to leverage data and understanding customer sentiment to provide hyper-personalized conversational experiences at scale. That’s why we’ve worked to create a Conversational CX Maturity benchmark that helps brands understand how effective their communication strategies are, and what they can do to improve their practices. 

About our research 
 
We commissioned a survey of 206 business stakeholders from enterprise level organizations (500+ employees). The survey covered participants from Finance, Healthcare, Retail, and Telco sectors worldwide. The goal was to find out the state of Conversational CX adoption to help brands understand how they compare to the industry average. 

Read on to find out what makes a brand mature in Conversational CX, and how your own brand can make strategic changes that will boost conversions, engagement, and customer satisfaction rates.  

What makes a brand mature in conversational CX? 

We identified two key areas that influence a brand’s maturity:

Journey: How advanced and effective are customer journeys?

  • Channel usage: What channels are brands using to interact with customers?
  • Use case automation: Which use cases are automated and how complex are they?

Sophistication: How advanced are the tools and systems brands are using?

  • Software management: Analysis of tools and technology used for communication
  • Support management: How do brands manage their customer support?
  • Marketing management: How advanced and effective are marketing processes?
  • Data management: Do brands use metrics and data analysis to improve experiences?

All these factors individually contribute to a brand’s maturity, although it is the holistic view of a brand’s approach to journey building and sophistication that influences overall maturity. For example, a brand could be mature in that they use various messaging channels or automate multiple use cases, but lacking technological sophistication hinders Conversational Maturity.  

Our assessment of 206 enterprise-level brands from four major industries (retail, finance, telco, and healthcare) worldwide shows that on average brands are just above a mid-level of maturity: 

All in all, it’s how these factors are connected and the cohesive approach to Conversational CX that differentiates innovators and customer-centric brands from followers and challengers.

Where does maturity growth fall short? 

Integration of channels and tools 

Simply put, the best way to offer stellar customer experiences is through conversations. Customers are now expecting brands to have those conversations with them digitally, on various channels, and avoiding call centers as much as possible.  

Brands tend to have a good understanding of this and on average use about 6 channels for communicating with customers. Some of the most popular channels include:  

  • SMS
  • Live chat
  • In-app messaging
  • Social media (Instagram and Messenger)
  • WhatsApp
  • Email

But despite the use of multiple digital channels, only 33% of brands have them all strategically integrated and in-sync, and only 36% of brands have fully integrated software and tools.  

This means that 2/3 of brands struggle to offer consistent, seamless, and high-quality customer experiences, meaning they will have a much harder time building stronger relationships, brand loyalty, and operational efficiency due to poor or low integration. 

Interestingly, despite the low level of channel integration, 80% of brands claim to have an omnichannel strategy, with 28% stating that they still struggle to meet their goals. Without proper channel integration, it’s not possible to have a stable omnichannel strategy.  

This tells us that brands are likely leaning into a multi-channel approach and missing the opportunity to mature into proper omnichannel communication due to lack of integration. 

What does it mean to have a proper omnichannel strategy?  
 
An omnichannel strategy is a business approach designed to create a seamless, integrated conversational experience across multiple channels. A key element of this strategy is achieving a 360-degree view of customer data collected from various sources—like websites, mobile apps, social media, in-store interactions, and customer service. By unifying these data points through proper tool integration, brands can build a comprehensive profile of each customer, understanding their preferences, behaviors, and needs.

This data-driven view allows businesses to tailor experiences across channels while ensuring consistency. For instance, a customer could browse products online, receive personalized recommendations over a chat app, and complete their purchase in-store with relevant discounts. With an omnichannel strategy, businesses leverage multiple channels to offer a unified, seamless experience, ultimately strengthening customer loyalty and engagement. 

This is further supported by the fact that only: 

30%

of brands are using a journey builder tool

51%

of brands have a CDP integrated across all tools

A truly effective omnichannel strategy that brings about results would need a journey builder and customer data platform. These tools play a key role in collecting data across all channels and interactions to build customer profiles and use that information to design and launch meaningful and personalized customer journeys on any channel. 

A brand that is highly mature in Conversational CX would have about 6 channels fully integrated with an omnichannel strategy, so they could:  

  • Offer seamless journeys between channels: A customer could start a conversation on one channel, switch to another and not lose any context
  • Have better data consistency: By collecting and unifying data from all channels, brands can create a fully unified profile
  • Offer enhanced personalization: When channels are in sync, brands can offer highly personalized content, offers, and support based on comprehensive understanding of the customer from all past interactions

AI and automation 

89% of brands across the board are automating interactions with customers. At first glance, this might lead some to conclude that most brands are then mature when it comes to using automation – but that’s not necessarily the case. 

The tools and use cases that brands focus on when it comes to automation heavily influence their Conversational CX Maturity. For instance, brands tend to focus customer support interactions when it comes to automation, and fall behind on automating other important use cases for marketing or sales: 

82%

automate customer support

61%

automate marketing interactions

54%

automate sales interactions 

70% of brands use chatbots for customer communication. Chatbots are an amazing tool for speeding up time to resolution and automating communication for repetitive inquiries. But there are many types of chatbots, and a brand that invests in creating one that can handle a wide range of use cases, needs little human intervention, and can cover more than customer support tasks is a level above.

Despite the high adoption rate of chatbots, brands across the board are still relying heavily on live agents to handle customer support cases, which halts the growth of their maturity:  

32%

have a dedicated team to handle all customer support inquiries

40%

have a customer support chatbot, but human agents handle majority of inquiries

10%

have a chatbot handing most customer support inquiries

17%

have a GenAI chatbot handing most customer support inquiries 

It’s no surprise then to learn that 50% of brands struggle with overloaded call centers and long wait times when their customer support agents are tasked with resolving nearly all interactions with customers.  

Even when we look deeper at what use cases are automated, most often brands will focus their efforts on low-level customer support use cases that don’t require too much integration tools or tech set-up 

FinanceRetailHealthcareTelcos
Transfer to an agent Delivery notifications Appointment booking FAQs and support 
Self-service contact updates Product recommendations FAQs and support Customer satisfaction survey 
Product recommendations Transfer to a support agent Personalized reminders Product recommendations 
Payment due reminders FAQs and support Connect with a medical expert E-billing messages 
Provide usage and account info Product returns Send diagnostic results Personalized promotions 
Most common use cases for automation

The story with AI is a similar one. Brands tend to focus their efforts with AI around customer support, and less so in marketing and sales:

61%

for customer support purposes

49%

for marketing purposes

47%

for sales purposes

The focus on customer support is understandable. Brands want their customers to have a fast and pleasant experience when they reach out for help. But the lack of investment in the rest of the customer journey leads to brands missing the chance to grow their CX maturity.  

To level up automation even further, brands need to leverage the latest AI technology to improve natural language understanding, context-awareness, and predictive capabilities – enabling them to cover marketing and sales use cases more seamlessly. This will allow brands to engage customers in more meaningful, personalized ways, anticipate their needs, and solve problems before they even arise. 

A truly mature conversational experience would include automating interactions across the journey, incorporating data collected to create hyper-personalized experiences that bring about tailored offers, cross sell and upselling opportunities, and of course a reliable customer support system with a chatbot that handles the most repetitive tasks. Powered by AI tools, brands can lower the stress on overworked and fragmented operations and customer support agents. This would bring brands the best results including:  

  • Streamlined call centers: customers no longer need to wait on hold for a customer support agent, but can access self-service support on a digital channel
  • Hyper-personalized marketing messages: using customer data, brands can build personalized marketing funnels that bring about higher conversion rates
  • AI assisted sales: using an AI assistant to help sort through leads, nurture the right ones, and efficiently hand-off to sales greatly improves the sales process and gives sales teams more room to focus on qualified leads and closing deals
  • Higher loyalty and satisfaction: with cohesive customer interactions that audiences feel connected to, brands will strengthen their relationships with customers and bring about better experiences

Building Conversational CX Maturity for the future 

Achieving Conversational CX Maturity is becoming a necessity for brands that want to thrive in an increasingly competitive, digital-first landscape. To become conversationally mature, brands must invest in advanced AI tools, seamless channel integration, and a deep understanding of customer behavior. This means evolving from simple, reactive chatbots to sophisticated, AI-driven systems that can engage proactively and offer personalized experiences across every touchpoint. 

Conversational CX Maturity isn’t just about keeping up with technology—it’s about putting the customer at the heart of everything you do. Brands that invest in conversational excellence will see tangible benefits: higher customer satisfaction, increased loyalty, better operational efficiency, and a stronger competitive edge. By delivering consistent, personalized, and seamless experiences, mature brands create lasting connections that lead to higher customer lifetime value and long-term business success. 

Where does your brand fit in this CX story?

Find out more about Conversational CX Maturity and how to scale up your customer experiences.

Dec 18th, 2024
9 min read
Chief Business Officer

Ivan Ostojić

Chief Business Officer